Enrol contacts into a journey when they are added or removed from a list, receive a scheduled email, submit a form, match a filter or visit a page.

Applies to: Journey Builder

Overview

The Enrolment Criteria dropdown decides who enters a journey. You can enrol contacts who are added or removed from a list, receive a scheduled email, submit a pre-filled form (NOT blank form), match a saved or inline filter, or visit a page on your site. Page-visit enrolment and branching use a short page name rather than a full URL.

Before you start

• Your role has Journey Builder access. An administrator gives a role access under Admin > Roles (Roles & Features page).

• For page-visit criteria, page-visit tracking is active on the target page.

• Visit Admin > Services > FilterEnrolmentSweeperTask to update the task interval which configures how often the enrolment criterion matches a filter is checked.

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Turn on enrolment criteria

This is available automatically with Journey Builder. No setup needed.

Use enrolment criteria

Create or edit a journey, then open the Enrolment Criteria dropdown.

Enrol contacts who are added or removed from a list

1. Choose Contact Added to List or Contact Removed from List.

2. Select the target list.

3. Choose a send-timing option: immediately, or at a set interval in days.

Enrol contacts who received a scheduled email

1. Choose Send scheduled email to list.

2. Select the scheduled email.

3. Select the target list.

4. Choose a send-timing option: immediately, or at a scheduled date and time.

All contacts on the list who receive that email are enrolled. Use this to chase non-openers or re-engage clickers after a broadcast send.

Enrol contacts who submit a pre-filled form

1. Choose Form submitted.

2. Select the form, such as an RSVP or registration form.

Enrol contacts who match a filter

1. Choose Filter.

2. Select a saved filter, or open the filter builder to create one.

The journey re-checks the filter regularly and enrols contacts who match. This can be configured by updating the task interval, see above.

Enrol contacts who visit a page

1. Choose Website or URL visit.

2. In Page name, enter part of the page address, for example job-listing.

Branch on a page visit

1. Add a Website URL visited branching node.

2. In Page name, enter the page name to match.

Good to know

• Page-name matching is not case-sensitive. A contact matches if a page they visited contains the page name. There is no separate matching rule to choose.

• Form submitted enrols each contact once, even if they submit the form again.

• Form submitted works only when the contact gets the form through an email send. Submitting it from a direct “view page” link does not enrol them. In other words, blank form submissions don’t enrol into journeys currently.